Client Onboarding & Relationship ManagementPurpose
1.2. Ensures no manual tracking, instant allocation of tasks, and streamlines communication between design teams, project managers, and contractors.
1.3. Automated assignment optimizes workflow, increases client satisfaction, and reduces turnaround times by quickly disseminating project requirements.
Trigger Conditions
2.2. New project added via online form, email, or client portal submission.
2.3. Automated trigger upon signed contract upload or confirmation of design proposal.
Platform Variants
3.1. Asana
• Feature/Setting: Automated “Task Assignment Rules”. Configure: Trigger new project, assign tasks to designers and PMs using Asana API `POST /tasks`.
3.2. Trello
• Feature/Setting: “Butler Automation”. Set up card triggers to assign members; use Trello API `PUT /cards/{id}/idMembers`.
3.3. Monday.com
• Feature/Setting: “Automations > Assign person when item created”. Use Monday API `change_column_value`.
3.4. Wrike
• Feature/Setting: “Blueprint-based Task Assignments”. Use Wrike API `/tasks` with `responsible` field.
3.5. Jira
• Feature/Setting: “Automation Rules > Assign Issues”. Use Jira REST API `POST /rest/api/3/issue`.
3.6. ClickUp
• Feature/Setting: “Automations > When task created, assign to...”. Via ClickUp API `/task`.
3.7. Notion
• Feature/Setting: “Integration > Reminders and Assignments”. Use Notion API `PATCH /pages/{page_id}` to assign.
3.8. Airtable
• Feature/Setting: “Automations > When record created, assign collaborator”. API: `PATCH /v0/{baseId}/{tableIdOrName}/{recordId}`.
3.9. Slack
• Feature/Setting: “Workflow Builder > Message/Task Assignment”. API: `chat.postMessage`.
3.10. Microsoft Teams
• Feature/Setting: “Power Automate > Tasks in Planner & To-Do”. Use Graph API `POST /planner/tasks`.
3.11. Salesforce
• Feature/Setting: “Process Builder/Flow Assignment”. Salesforce API: `POST /services/data/vXX.X/sobjects/Task/`.
3.12. Zendesk
• Feature/Setting: “Triggers > Ticket Assigned to Agent”. API: `PUT /api/v2/tickets/{id}.json`.
3.13. Google Workspace
• Feature/Setting: “App Script or Appsheet triggers”. API: `Tasks.insert`.
3.14. Basecamp
• Feature/Setting: “Campfire > To-Do Automations”. Basecamp API: `POST /buckets/{project_id}/todolists/{todolist_id}/todos.json`.
3.15. Todoist
• Feature/Setting: “Automated Task Assignment”. Todoist API: `POST /tasks`.
3.16. Smartsheet
• Feature/Setting: “Automated Workflows > Assign people”. Smartsheet API: `POST /sheets/{sheetId}/rows`.
3.17. Zoho Projects
• Feature/Setting: “Workflow Rule Assignment”. Zoho Projects API: `POST /portal/{portalname}/projects/{project_id}/tasks/`.
3.18. HubSpot
• Feature/Setting: “Workflow to assign tasks on deal creation”. HubSpot API: `POST /crm/v3/objects/tasks`.
3.19. Pipefy
• Feature/Setting: “Automated Card Assignments”. Pipefy GraphQL: `createCard` mutation.
3.20. MeisterTask
• Feature/Setting: “Automations > Assign Task”. MeisterTask API: `POST /tasks`.
3.21. ServiceNow
• Feature/Setting: “Workflow > Assignment Rules”. ServiceNow API: `POST /api/now/table/task`.
3.22. Freshdesk
• Feature/Setting: “Dispatch’r Rule”. Freshdesk API: `POST /api/v2/tickets`.
3.23. Monday CRM
• Feature/Setting: “Automation to assign contacts/lead tasks”. Use Monday API: `change_column_value`.
3.24. Intercom
• Feature/Setting: “Inbox Automations to assign conversations”. Intercom API: `assignConversation`.
Benefits
4.2. Eliminates manual errors by automating recurring assignments and automates notifications to responsible staff.
4.3. Automatedly matches skillset or role to project requirements, furthering process automation in design workflows.
4.4. Flexible automation supports scaling business operations with minimal oversight.
4.5. Accelerates project kick-off by automating preparatory task distribution and internal communication.
4.6. Enables data-driven insights via automated task tracking and analytics on assignment efficiency.